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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.17 | 0.17 | 0.00 |
Shares | 99.83 | 99.83 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.34 | 15.74 |
Price to Book | 2.47 | 2.50 |
Price to Sales | 1.24 | 1.71 |
Price to Cash Flow | 9.76 | 10.61 |
Dividend Yield | 2.21 | 2.51 |
5 Years Earnings Growth | 10.31 | 9.47 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 19.17 | 21.37 |
Technology | 17.02 | 12.77 |
Healthcare | 11.48 | 15.26 |
Communication Services | 10.12 | 5.59 |
Consumer Cyclical | 9.66 | 6.79 |
Industrials | 8.81 | 11.78 |
Consumer Defensive | 8.18 | 8.33 |
Energy | 7.13 | 7.55 |
Utilities | 3.53 | 5.25 |
Basic Materials | 2.91 | 3.40 |
Real Estate | 1.99 | 3.50 |
Number of long holdings: 740
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.62 | 199.74 | +3.41% | |
Microsoft | US5949181045 | 2.32 | 366.82 | +2.14% | |
JPMorgan | US46625H1005 | 2.06 | 235.59 | +2.88% | |
Exxon Mobil | US30231G1022 | 1.90 | 108.30 | +2.80% | |
Meta Platforms | US30303M1027 | 1.90 | 500.31 | +3.23% | |
Berkshire Hathaway B | US0846707026 | 1.84 | 520.89 | +2.76% | |
Walmart | US9311421039 | 1.61 | 94.85 | +2.64% | |
Amazon.com | US0231351067 | 1.56 | 173.13 | +3.47% | |
AT&T | US00206R1023 | 1.46 | 26.96 | +2.37% | |
Wells Fargo&Co | US9497461015 | 1.32 | 66.23 | +3.47% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 99.46B | -4.28 | 9.03 | 12.46 | ||
Schwab Total Stock Market Index | 24.31B | -4.86 | 8.10 | 11.69 | ||
Schwab 1000 Index | 16B | -4.60 | 8.51 | 11.97 | ||
Schwab International Index | 10.35B | 7.96 | 6.71 | 5.55 | ||
Schwab Small Cap Index | 5.54B | -9.44 | 0.59 | 6.36 |
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